Private cross-border tax and documentation desk

India-side tax, FEMA and property support for global Indians.

Cross Border Tax Desk helps NRIs, Indian founders and CPA firms coordinate India-linked tax, documentation, repatriation and compliance matters with a structured, professional process.

Designed for clients who need clarity before a property sale, remittance, tax notice, family settlement, foreign entity contribution, or India-side tax workflow.

Document-led process Every matter starts with facts, forms, bank needs, and available documents.
US-friendly communication Clear explanations for NRIs, founders, and CPA firms outside India.
India-side coordination Tax, FEMA, bank, and documentation workflows handled together.
Careful compliance positioning No exaggerated claims. Advice depends on facts and applicable law.
For CPA firms

India-side tax and accounting support for US practices.

Support for India-linked schedules, outsourced 1040 preparation, offshore bookkeeping, workpapers, and document-led review workflows.

Request a pilot workflow →

Watch overview

How Cross Border Tax Desk helps.

Use the existing CBTD overview video here. This keeps the homepage human and credible without needing stock photography.

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How the desk works

Structured, document-led, and discreet.

Most cross-border issues become stressful because the client receives scattered advice from banks, family, tax portals, and local professionals. CBTD works as a coordination desk to bring the facts, documents, and next steps into one workflow.

01

Map the facts

Residential status, asset history, transaction stage, country, bank route, and urgent deadlines.

02

Review the India-side position

Tax, FEMA, documentation, reporting, and bank-facing requirements are identified.

03

Prepare the document path

We define what is missing, what needs to be corrected, and what should be kept ready.

04

Coordinate next steps

You receive a clear action path for filings, certificates, bank requests, or professional review.

CPA firm support

Offshore support without losing review control.

CPA firms can use CBTD for India-linked tax preparation support, outsourced 1040 workflows, bookkeeping, workpapers, and documentation support while keeping final review and the client relationship in-house.

Built for trust

For clients who need more than a quick answer.

Confidential intakeEvery matter starts privately with facts and documents.
Cross-border clarityIndia-side tax, FEMA, and bank documentation viewed together.
Professional coordinationDesigned for NRIs, founders, and CPA firms that need clear next steps.